Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
1.06M
-
Shares change
-
+69.7K
-
Total reported value, excl. options
-
$105M
-
Value change
-
+$6.91M
-
Number of buys
-
20
-
Number of sells
-
-11
-
Price
-
$99.10
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q1 2023
43 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q1 2023.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.06M shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (274K shares), ENVESTNET ASSET MANAGEMENT INC (273K shares), UMB Bank, n.a. (137K shares), Opus Capital Group, LLC (90.9K shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (47.3K shares), STIFEL FINANCIAL CORP (38.2K shares), COMMONWEALTH EQUITY SERVICES, LLC (32.4K shares), Geneos Wealth Management Inc. (31.4K shares), Partners in Financial Planning (24K shares), and JANE STREET GROUP, LLC (15.1K shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.